BUCKLEY WEALTH MANAGEMENT, LLC

10100 West Charleston Blvd.
#213
Las Vegas, Nevada 89135-5001
Tel: 702-805-1010

About BUCKLEY WEALTH MANAGEMENT, LLC

BUCKLEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUCKLEY WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2017. They have over 1 offices throughout the country.

BUCKLEY WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $583,151,358 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285823
SEC#	801-109016
Assets Managed by Firm	$583,151,358
No. of Clients	594
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	594	$583,151,358
Individuals (other than high net worth individuals)	89	$26,466,915
High net worth individuals	119	$430,074,270
Pension and profit sharing plans	Fewer than 5 clients	$8,547,255
Charitable organizations	7	$105,301,454
Corporations or other businesses	7	$12,761,464

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